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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,116 | $185,312-77.8% | $161,489-74.5% | $154,746-73.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.49% | 103.84%-82.4pp | 89.72%-68.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $794 | $4,769-83.3% | $4,268-81.4% | $4,379-81.9% |
| Participant deferral / active EE | $7,185 | $6,350+13.2% | $5,630+27.6% | $6,730+6.8% |
| Admin fee / account holder | $396 | $18,654-97.9% | $16,006-97.5% | $14,365-97.2% |